Setting up a Lead Capture widget

Give homeowners an easy way to raise their hand - even when your team isn’t available.  A Lead Capture widget lets homeowners tell you what they need, leave their contact details, and get into your pipeline without calling or waiting for a response form to be processed manually.  Keep it simple for quick inquiries, or add a few questions to understand the project before your team follows up.  This article walks you through the three setup steps: Appearance, Manage Questions, and Advanced Settings. 

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Step-1: Design the homeowner experience

The Appearance step controls how the widget looks on your website. The preview updates as you make changes, so you can see the experience homeowners will have. 

1. Enter a Welcome Message. This appears at the top of the widget. Use a message that tells homeowners what they can do, such as Get Started With Your Roofing Project!. 
2. Choose a Brand Color. This color is applied to the widget’s buttons. Select a preset color or use the multicolor swatch to choose a custom color. 
3. Choose a Button Shape: Rounded, Pill, or Rectangle. 
4. Choose a Button Text Color: Light or Dark. Select the option that provides enough contrast with your brand color. 
5. Select Next to continue to Manage Questions. 
   

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Step-2: Decide what information to collect 

Lead Capture widgets include one default question card, How can we get in touch with you?, including: 

• First name 
• Last name 
• Email address 
• Phone number 
• Street address 
• Tell us about your project (optional) 

Unlike the other widget types, this is a single combined card rather than separate default questions, and it’s the entire form unless you add more. You can rename the card label by selecting the pencil icon, but you can’t delete it or remove its individual fields. 

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Add custom questions 

Add questions when you need more information to qualify a lead before your team calls them back. 

1. Select + Add custom question. 
2. Select a question type:  
   • Short Answer 
   • Long Answer 
   • Single Choice 
   • Multiple Choice 
   • Dropdown 
     
3. Select the pencil icon next to Untitled question and enter your question. 
   
4. For Single Choice, Multiple Choice, and Dropdown, add at least two answer options. 

You can manage each question using the controls on its question card: 

• Change type: Switch the question to another question type. 
• Duplicate: Create a copy of the question, including its answer options. 
• Required: Require homeowners to answer the question before they can continue. 
• Update Field: Save the homeowner’s response to a Contact or Job custom field. 
• Dependent Field: Show the question only when a homeowner selects a specific answer to another Single Choice, Multiple Choice, or Dropdown question. 
• Delete: Remove a custom question. 
  

Select Next to continue to Advanced Settings. 

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Step-3: Decide what happens around a submission 

Use Advanced Settings to control customer consent, notifications, and the contact information homeowners see. 

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Activate your widget 

Once you’ve configured the form, review it from the live preview before making it available to homeowners. 

1. Review your settings across all three steps. 
2. Check the live preview to make sure the form looks and works as expected. 
3. Select Activate. 
   

After activation, Zuper generates a public link, QR code, and embed code. You can use these to add the form to your website or share it directly with homeowners. See [Sharing and embedding your widget]